what is the flow of sd

[Former Member]

hI

inq,qt,or,del,invoice

or

inq,qt,or,.del,shipment,invoice

[Former Member]

Hi

Sales Flow:

Sales

Inquiry - A customer’s request to a company that they provide a quotation or sales information without obligation. An inquiry can relate to materials or services, conditions and if necessary delivery dates. The sales area that accepts the inquiry becomes responsible for further processing.

Quotation - A quotation presents the customer with a legally binding offer for delivering a product or providing a service within certain fixed conditions. This offer is legally binding for the company within a specified time period. A sales area can reply to a customer inquiry with a customer quotation or use it to refer to a business partner contact.

Sales Order - Request from a customer to a company to deliver a defined quantity of products or provide a service at a certain time.

The sales area that accepts the inquiry is responsible for completing the agreement.

Create Delivery:a. Picking - The picking process involves taking goods from a storage location and staging the right quantity in a picking area where the goods will be prepared for shipping.

b. Packing - Packing is part of delivery- and shipment processing. When you process a delivery, you can select delivery items for packing and assign them to handling units (HUs).

c. Goods Issue - As soon as the goods leave the company, the shipping business activity is finished. This is illustrated using goods issue for outbound deliveries.

Billing - Billing represents the final processing stage for a business transaction in Sales and Distribution. Information on billing is available at every stage of order processing and delivery processing.

Sales Order Management Transactions

SALES ORDER PROCESSING

Creating Sales Order - VA01

Maintaining a Sales Order - VA02

Displaying a Sales Order - VA03

Releasing an Order or Delivery from Credit Hold: Non-Flooring - VKM1

Display List of RMAs by Customer - VA05

Confirm RMA Goods Receipt - VL02

Generate list of open return orders for deletion - VA05

Display Customer returns eligibility - MCSI

Removing a Billing Block (Approving Credit/Debit Requests) - V.23

PRICING MASTER DATA

Create Pricing - VK11

Creating a Sales Deal - VB21

Maintaining a Sales Deal - VB22

Displaying a Sales Deal - VB23

Maintaining Prices - VK12

Displaying Prices - VK13

MATERIAL MASTER DATA

Creating Material Substitution Master Data - VB11

Maintaining/Deleting Material Substitution Master Data - VB12

Displaying Material Substitution Master Data - VB13

Creating a Bundled Master - MM01

Creating a Sales BOM - CS01

Maintaining a Sales BOM - CS02

Displaying a Sales BOM - CS03

CUSTOMER MASTER DATA

Creating Partner Records - XD01

Maintaining Customer Master Data - XD02

Displaying Customer Master Data - XD03

Deactivating a Partner - VD06

CUSTOMER CREDIT INFO

Creating/Maintaining New Customer Credit Information - FD32

Displaying Customer Credit Information - FD33

Blocking or Unblocking a Customer - VD05

SHIPPING

Creating a Delivery - VL01N

Displaying a Delivery - VL03N

Changing a Delivery - VL02N

Shipment Inquiry / Display - VT03

Adjusting Transfer Order - Confirmation Quantity - LT12

Collectively Confirm Transfer Order - LT25

Batch Shipment Confirmation - VL19

PGI Reversal Cancellation - VL09

Creating Service Provider/Carrier Master Data - XK01

Maintaining Serive Provider/Carrier Master Data - XK02

Displaying Service Provider/Carrier Master Data - XK03

Maintaining Product Master/Serial # Profile/Unit of Measure/Shipping Unit - MM02

IDoc Inquiry - WE02 / WE05

BILLING

Invoicing a Customer Shipment - VF01

Reprinting an Invoice - VF31

Releasing a Sales Order for Billing - V.23

Creating an Invoice by Using the Billing Due List - VF04

Checking Open Billing Documents - VF05

Create Credit/Debit Memo - FB01

A/R

Controlling Total Debit/Credit bkgs - F.03

Generate FI Account balance - F.08

Generate Month-to-date Inv. register - F.02

Process payments - FBZ1

Rqst Individual Customer Corresp. - FB12

Generate Customer Correspondence - F.61

Enter Batch totals under Control ttl - FB07

Display G/L Acct. totals - FBL3N

Reverse Posted Amounts - FB08

Customer Refunds - FBL6

Customer Refund to other than Payer - FB05

Clearing Debit/Credit on Cust. acct. - FB1D

Customer Balance in Local Currency - F.23

G/L Account Balance Report - F.08

Create Invoice - legal entity adjust - FB01

Generate Cust. Acct. statements - F.27

Generate Dunning Letters - F150

Generate Billing Due List - VF04

Generate Blocked Billing Doc list - VFX3

Inq. via Credit Release Screen - VKM1

List orders by partner - VA05

Past Due invoices by customer - FD11

Check number info by G/L account - FBL3N

Display customer Line items - FBL5N.

Reward if it helps

Regards

Prasanna R

[Former Member]

Document Flow in Sales

The sales documents you create are individual documents but they can also form part of a chain of inter-related documents. For example, you may record a customer’s telephone inquiry in the system. The customer next requests a quotation, which you then create by referring to the inquiry. The customer later places an order on the basis of the quotation and you create a sales order with reference to the quotation. You ship the goods and bill the customer. After delivery of the goods, the customer claims credit for some damaged goods and you create a free-of-charge delivery with reference to the sales order. The entire chain of documents – the inquiry, the quotation, the sales order, the delivery, the invoice, and the subsequent delivery free of charge – creates a document flow or history. The flow of data from one document into another reduces manual activity and makes problem resolution easier. Inquiry and quotation management in the Sales Information System help you to plan and control your sales.

Hope this helps you.

Do award points if you found them useful.

Regards,

Rakesh

P.S. you can send me a mail at my mail id rakeshsinghchauhan@gmail.com for any specific details

[Former Member]

hi

SD process starts with

1. creation of Inquiry - VA11

2. Create Quotation - VA21

3. Create Order- VA01

4. Create Delivery - VL01N

5. Picking (create Transfer Order) - Lt03

6. Confirm TO - Lt12

7. DO PGI - VL02N

8. Create INvoice - VF01

9. POst INcoming Payment - F-28

Third-Party Order Processing with Shipping Notification:

This SAP best practice supports passing a customer order to a third-party vendor, who then ships the goods directly to the customer, bills you, and sends you a shipping notification. The shipping notification received is entered as a dummy goods receipt in consumption. This approach allows you to create the customer invoice before you receive the incoming invoice from the vendor.

The following functions are provided to support the Third Party With Shipping Notification:

Order

When the order is created, the specification of material numbers, quantity and conditions takes place at item level. As the material is not available on stock, a purchase requisition is created directly within the sales order.

Purchase Order Processing

The purchase requisition can already be automatically assigned during creation. If not, it is possible to assign the purchase requisition manually. The purchase order is created with reference to the purchase requisition. Quantity and material are transferred from the sales order. The purchase order price can also now be determined via the condition records.

Shipping Notification

When the vendor has sent the material to the customer, they will normally send you a shipping notification, which, amongst other things, contains the exact quantity of material sent. You have the possibility to enter this shipping notification into the system in the form of a dummy goods receipt. It will be posted directly in consumption so that no stocks are created. The quantity of goods received then updates the quantity to be invoiced in the sales order. Therefore, it is possible to create the customer invoice before you receive the incoming invoice from the vendor.

Billing Documents

The billing documents are created on the basis of the order. Since the vendor might not deliver the exact quantity ordered, quantity adjustment takes place via the shipping notification.

Vendor Invoice Verification

The vendor invoice verification can take place after billing. The variance in purchasing can be updated in Controlling using retroactive billing.

Controlling

The revenue and costs will be posted to CO-PA using the billing document.

Third-Party Order Processing Without Shipping Notification:

This SAP best practice supports passing a customer order to a third-party vendor, who then ships the goods directly to the customer and bills you. The vendor does not send a shipping notification. The incoming invoice from the vendor updates the billing quantity, so that you can create the customer-billing document only after entering the invoice from the vendor.

The following functions are provided to support Third Party Without Shipping Notification building block:

Order:

When the order is created, the specification of material numbers, quantity and conditions takes place at the item level. As the material is not available on stock, a purchase requisition is created directly within the sales order.

Purchase Order Processing:

The purchase requisition can be automatically assigned during creation. If this is not the case, it is possible to assign the purchase requisition manually. The purchase order is created with reference to the purchase requisition. The amount and the type of material are transferred from the sales order. The purchase order price can be determined via the condition records.

Vendor Invoice Verification:

The vendor invoice verification is to be performed before customer billing. The quantity of the invoice updates the quantity to be invoiced in the sales order.

Billing Documents:

The billing documents created are based on the sales order. Since the vendor might not deliver the exact quantity ordered, quantity adjustment takes place via the vendor's invoice.

Controlling:

The revenue and costs will be posted to CO-PA via the billing document

Stock Transfer Order:

Whenever you need to transfer the materials from one plant to another plant belonging to one company or belonging to two company code stock transfer order is raised by the delivering company.

Transfer of goods from one location to another location,it may be between plants within the same company code or in different company code's plants.

within the company code, bet plants, receiving plant will raise the STO in Supplying/issuing plant-ME21n,

Supplying plant will deliver the goods to receiving plants , then we need to pick n post the Goods Issue-VL02n, nw when we can observe that the STO qty will be added into receiving plant and reduced in Delievering plant.

To do this, we need do prior customizatin in SPRO-IMG,-material should be created in both plants( receiving & Supplying)

-maintaing the stock only in supplying plant

-create a dummy customer in supplying plant's sales area(if u have one sales area, create in tat comp code n sales area)

-Assign this customer number to receiving plant's details along with the sales area,

-Assign the STO doc type(UB) to Supplying plant, along with checking rule

-Assign the Del type (NL/NLCC) to Supplying n receiving plant.

You create a STO from MM route i.e., ME21N and then enter the details of the supplying,receiving plant and the materials.Once you complete the STO,then it goes for a delivery followed by an intercompany invoice.

Remember that the Material should be there in BOTH supplying and receving plant.

Internal Procurement (Stock Transfer With Delivery):

In a company, goods movements do not only occur in the form of goods receipts and goods issues. Depending on the organization of the company (for example, decentralized storage) and its sales policy, internal stock transfers might also be necessary.

The stock transfer with delivery is a plant to plant scenario. You are posting a goods issue in plant BP02 and a goods receipt in plant BP01.

This type of stock transfer can only be carried out from unrestricted-use stock of the issuing plant to unrestricted-use stock of the receiving plant.

You post the placement into storage at the receiving plant in a second step. Only then is the event completed and the transferred quantity part of unrestricted-use stock.

Functions:

• Creating a Planned Independent Requirement

• Creating a stock transport order in plant BP01

• Generating a delivery in plant BP02

• Picking of the material and posting the goods issue in the delivering plant

• Posting the goods receipt in the receiving plant

Note: The quantity posted from stock is first of all managed as stock in transit of the receiving plant. Only once the goods receipt has been posted is the quantity posted to the unrestricted-use stock of the receiving plant. This enables the quantity "on the road" to be monitored.

The transfer posting is valuated at the valuation price of the material in the issuing plant.

Delivery costs can be entered in the stock transport order.

Internal Procurement (Stock Transfer without Delivery):

The cross-plant, internal procurement of materials can be carried out within one company code (intercompany) or by using several company codes (cross company). This process can be dealt with using standard functions such as material requirements planning, purchase requisition, stock transport order, transportation planning and the handling of internal deliveries.

The following functions are provided to support the Internal Stock Transfer without Delivery:

• Create Stock Transport Order

• Post goods issue for stock transport order

• Post goods receipt for stock transport order

Note: Quantity "on the road" can be monitored

Delivery costs can be entered in the stock transport order

Internal Procurement (Cross-Company Stock Transfer):

You post a stock transfer from company code to company code the same way as you post a stock transfer from plant to plant, except that both plants belong to different company codes.

During the stock transfer, two accounting documents are created in addition to the material document:

-An accounting document for the removal from storage at the issuing company code

-An accounting document for the placement into storage at the receiving company code

The stock posting is offset against a company code clearing account.

To display the value of the cross-company-code stock in transit with a report, choose Environment à Stock à Stock in transit Cc.

The following functions are provided to support the cross company stock transfer:

• Create sales order to customer

• Run single-level MRP

• Creating a purchase order

• Creating delivery

• Picking and post goods issue

• Posting goods receipt

• Create inter-company billing document

• Invoice receipt

• Create delivery, picking and post goods issue to customer

• Billing

Notes: The issuing plant enters a delivery for the stock transport order and a billing document. This is an inter-company billing document (billing type YBIV). Pricing takes place as normal.

When the goods arrive, the receiving plant posts a goods receipt for the purchase order. The unrestricted-use stock increases and an accounting document is created.

The invoice is checked with reference to the purchase order.

Stock transport order processing in receiving plant

Delivery processing in supplying plant Picking batch determination in delivery Goods issue processing in the supplying plant Billing processing in supplying plant

Goods receipt processing in receiving plant Invoice verification processing in receiving plant Purchase order monitor processing in receiving plant

Process involved ::

 Inquiry Processing

 Quotation Processing

 Contract Processing

 Sales Order Processing

 Scheduling Agreement Processing

 Returns Processing

 Rebate Processing

 Sales Deal and Promotion Processing

 Display Customer and Material Information

 Billing Processing (online)

 Billing Processing (In The Background)

 Invoice List Processing

 Maintain Customer and Material Information

 Display Pricing

 Maintain Pricing

 Release Blocked Documents for Billing

 Release Sales Orders for Delivery

 Display Sales Information

 Display Billing Documents

 Sales Analysis

 Credit Management in Sales and Distribution Documents

 Backorder Processing

 Sales Support

 Output Processing

Inquiry Processing

 Create/change/display inquiries

 Generate lists for inquiries and incomplete inquiries

 Select sales documents according to object status

Quotation Processing

 Create/change/display quotations

 Generate lists for quotations and incomplete quotations

 Select sales documents according to object status

Contract Processing

 Create/change/display contracts

 Generate and process list of contracts

 Generate and process list of incomplete contracts

 Select sales documents according to object status

Sales Order Processing

 Create/change/display sales orders

 Generate and process list of sales orders

 Generate and process list of incomplete sales orders

 Select and process sales documents according to object status

 Select and process sales documents in a period of time

 Select and process duplicate sales documents in a period of time

Scheduling Agreement Processing

 Scheduling agreement processing

 Select and process incomplete scheduling agreements

 Select sales documents according to object status

Returns Processing

 Create/change/display sales orders

 Create/change outbound delivery

Rebate Processing

Rebate processing:

 Maintain rebate agreements

 Extend rebate agreement

 Settlement of rebate agreements

 Generate list of rebate agreements

Billing document:

 Display billing document

 Compare the rebate basis from billing documents and statistics

 Update billing documents referring to rebate conditions

Sales Deal and Promotion Processing

 Create/change/display sales deals

 Generate list of sales deals

 Create/change/display promotions

 Generate list of promotions

Display Customer and Material Information

 Display customer (Sales)

 Display material

 Display material listing/exclusion

 Select customer material info record according to customer

 Select customer material info record according to material

 Display customer hierarchy

 Display sales deals

 Display promotions

 Display rebate agreements

 Display cross selling materials

 Display assortment module for value contracts

Billing Processing (online)

 Create/change/display billing document

 Cancel billing document

 Retroactive billing

 Process billing due list

 Set billing date

 Display billing documents from the archive

 List of billing documents

 Rebook accounting indicator

 Release sales orders for billing

 Display sales and distribution documents blocked for billing

Billing Processing (In the Background)

 Display billing document

 Generate batch jobs for billing

 Generate log for billing document run

Invoice List Processing

There are two types of invoice lists in the Standard:

1. one for invoices and debit memos

2. one for credit memos

 Create/change/display invoice lists

 Process work list for invoice lists

 Generate invoice list

 Generate cancellation invoice list

 Display invoice list from the archive

Maintain Customer and Material Information

 Maintain material listing/exclusion

 Reference material listing/exclusion

 Maintain material substitution

 Reference material substitution

 Maintain material information

 Select customer material information according to material or customer

 Maintain material

 Maintain customer (Sales)

 Maintain customer hierarchy

 Maintain materials for cross selling

 Maintain value contracts

 Maintain Incoterms

Display Pricing

 Display condition records

 Display condition lists

 Display conditions using index

 Display free goods determination

Maintain Pricing

 Create/change/display condition

 Condition processing using index

 Create/change/display free good

 Create/change/display condition lists

 Process net price list

 Release expected customer price

Release Blocked Documents for Billing

 Release sales orders for billing

 Change billing document

 List of blocked billing documents

Release Sales Orders for Delivery

 Change sales order

 Block and unblock customer from sales view

 Generate lists for incomplete sales documents and for sales documents blocked for delivery

Display Sales Information

 Generate list for quotations, contracts, sales orders or scheduling agreements

 Generate list for incomplete quotations, contracts, sales orders or scheduling agreements

 Generate list of sales orders blocked for delivery

 Display sales activities, item proposals, material listing and material exclusion

 Sales support monitor

Display Billing Documents

 Display billing document

 Display list of billing documents

 Display blocked billing documents

Sales Analysis

 Contracts: Lists for overdue and completed contracts

 Quotations: Lists for overdue and completed quotations

 Backorder processing: Backlog list, selection list

 Generate list for: Inquiries, rebate agreements, scheduling agreements

 Information on the customer: Sales summary, list of top customer

 Material information: List of top materials

 Sales support monitor

 Flexible planning: Display/create/change

Credit Management in Sales and Distribution Documents

 Process credit authorization for sales and distribution documents

 List of released sales and distribution documents

 List of blocked sales and distribution documents

 Process credit authorization according to sales and distribution document

 Process credit authorization according to delivery

 List of incomplete sales and distribution documents

 Sales and distribution documents blocked for delivery

 Delivery monitor

 List of billing documents

Backorder Processing

 Display backlogged sales orders

 Process backorder processing using selection list according to sales documents

 Backorder processing: access using the material

 Execute rescheduling of sales documents

 Evaluate rescheduling of sales documents

Sales Support

 Create/change/display sales activities

 Executing mailing promotions

 Display and create interested parties and contact persons

 Display sales summary

 Sales support monitor

 Display competitive products

Output Processing

 Display/change/create output-condition records in Sales

Reward if USeful

Thanx & regards..

Naren..

[Former Member]

Hi

Normally the sales flow is called OTC cycle that is (Order to Cash) in SD

and the Inquiry and quotation are comes under presales activity.

so when take the total SD flow it starts from preesales to billing.

Inquiry>> Quotation>> Order>>> Delivery>>> Billing.

Shipment is part of Delivery.

please do come back if you are not satisfied with answer

if satisfied reward the suitable points

Phanimohan PVL

[Former Member]

Hi

Normally the sales flow is called OTC cycle that is (Order to Cash) in SD

and the Inquiry and quotation are comes under presales activity.

so when take the total SD flow it starts from preesales to billing.

Inquiry>> Quotation>> Order>>> Delivery>>> Billing.

Shipment is part of Delivery.

please do come back if you are not satisfied with answer

[Former Member]

SD module is highly integrated with the other modules in SAP & the flow is as under:

<b>Sales Order</b> –

Integration Points Module

•Availability Check - MM

•Credit Check - FI

•Costing - CO/ MM

•Tax Determination - FI

•Transfer of Requirements - PP/ MM

<b>Delivery & Goods Issue</b> –

Integration Points Module

•Availability Check - MM

•Credit Check - FI

•Reduces stock - MM

•Reduces Inventory $ - FI/ CO

•Requirement Eliminated - PP/ MM

<b>Billing -</b>

Integration Points Module

•Debit A/R - FI/ CO

•Credit Revenue - FI/ CO

•Updates G/ L - FI/ CO

(Tax, discounts, surcharges, etc.)

•Milestone Billing - PS

<b>Return Delivery & Credit Memo</b> -

Integration Points Module

•Increases Inventory - MM

•Updates G/ L - FI

•Credit Memo - FI

•Adjustment to A/R - FI

•Reduces Revenue - FI

<b>SD Transaction Code Flow</b>:

Inquiry / Document type IN

Tcode for creation VA11,VA12,VA13. tables VBAK,VBAP

Quotation / QT

Tcode for creation VA21,VA22,VA23. tables VBAK,VBAP

Sales Order OR

Tcode for creation VA01,VA02,VA03. tables VBAK,VBAP

Delivery LF

Tcode for creation VL01,VL02,VL03. tables LIKP,LIPS

Billing F2

Tcode for creation VF01,VF02,VF03. tables VBRK,VBRP

Regards,

Rajesh Banka

Reward suitable points.

• How to give points: Mark your thread as a question while creating it. In the answers you get, you can assign the points by clicking on the stars to the left. You also get a point yourself for rewarding (one per thread).

[Lakshmipathi]

Hi Nageshwar

The normal SD flow would be

1) Inquiry VA11

2) Quotation VA21

3) Sale Order VA01

4) Outbound Delivery VA01 (or) VL10C

5) Invoice VF01 (or) VF04

6) Excise Invoice J1IIN

Reward me if this helps you.

Regards

G. Lakshmipathi

[Former Member]

Hi Nageshwar,

Inq. Quo, sale order, delivery, shopment, Billing.

Raju. S

[Former Member]

HI Nag Nageshwar,

Both the scenarios are of regular sales only.

In Second scenario you have shipment which is extension of regular sale where you are using Transportation module to track the transportation activities also.

Regards

Srini

[Former Member]

Depends on the Business process.

Normal Process:

SD FLOW

SD Flow Cycle and T Codes:

INQUIRY ( VA11)

|

QUOTATION (VA21)

|

PURCHASE ORDER (ME21)

|

ORDER CONFIRMATION (VA01)

|

PICKING LIST – (VL36)

|

PACKING LIST - (VL02, VL01)

|

SHIPPING – (VT01)

|

INVOICE – (VF21, VF01)

|

AR

Regards

AK